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Summit Wealth & Retirement Planning’s iQIYI IQ Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-23,439
Closed -$484K – 125
2019
Q2 		$484K Sell
23,439
-1,600
-6% -$33.1K 0.28% 77
2019
Q1 		$599K Buy
25,039
+300
+1% +$6.63K 0.36% 69
2018
Q4 		$368K Buy
+24,739
New +$516K 0.28% 74

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Summit Wealth & Retirement Planning's IQ Position: Q3 2019 in Review

Summit Wealth & Retirement Planning sold out of iQIYI (IQ) in Q3 2019, closing a stake of 23,439 shares — an estimated $484K sold.

Summit Wealth & Retirement Planning first reported a position in IQ in Q4 2018 and held it in 3 quarters. The position peaked at $599K in Q1 2019. 224 funds tracked by Wall St. Rank hold IQ as of Q3 2019.

  • Summit Wealth & Retirement Planning reported no remaining iQIYI position as of Q3 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 23,439 iQIYI shares in Q3 2019, an estimated $484K.
  • Summit Wealth & Retirement Planning first reported a position in iQIYI in Q4 2018 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's iQIYI position peaked at $599K in Q1 2019.
  • 224 funds tracked by Wall St. Rank held iQIYI as of Q3 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2019, filed 12 Nov 2019.